Distribution Intelligence Council

broadridge

Distribution Intelligence Council Partner

The only industry-sponsored forum of its kind for digital executives, IMEA’s Distribution Intelligence Council brings together individuals responsible for overseeing business intelligence, data strategy, and sales and marketing enablement. Members explore emerging technologies, data infrastructure, and best practices while addressing shared challenges impacting data-driven distribution.

DISTRIBUTION INTELLIGENCE COUNCIL STEERING COMMITTEE
Ken Burd, Co-Chair
Managing Director, Global Head of Data & Analytics
Principal Asset Management
Matt Machut, Co-Chair
Managing Director, Global Head of Sales Strategy and Enablement
Goldman Sachs Asset Management
Kevin Crouch
Senior Vice President, Head of Data Science
Calamos Investments
Jamie Hedrick
Vice President, Head of Global Distribution Intelligence
Franklin Templeton
Chris Ivezic
Head of Client Intelligence
Invesco
Graham Brewster
Senior Vice President, Head of Distribution Operations & Enablement
Natixis Investment Managers
COUNCIL

AllianceBernstein

Noel Archard

Global Head of ETF & Product Solutions

American Century Investments

Rich Smith

Chief Operating Officer – Global Distribution

AMG

Stephen Edwards

Vice President, Distribution Intelligence/Analytics & Sales Operations

Apollo Global Management

Peter Nemia

Global Head of Data and Analytics

Artisan Partners

Jessica Steinman

Sales Enablement Manager

Ave Maria Mutual Funds

Bob Geppner

Director of Strategic Planning

BNY

Anthony Denmeade

Director - Head of North America Data Management & Global Compensation

Capital Group

Sandeep Bhasin

Head of Insights & Analytics

Capital Group

Jose Cazanova

Director of Sales & Business Analytics

Columbia Threadneedle Investments

Wayne Choi

VP, Head of Business Intelligence

Diamond Hill

Nathan Miller

Director - Investment Solutions & Analytics

Direxion

Jessica Fernandez

Global Chief Marketing Officer

Dodge & Cox

Rick Marino

Manager of Digital Communications

Federated Hermes

Chris Jackson

Vice President, Advanced Analytics & BI

Fenimore Asset Management

Rachel Crisafulli

Digital Engagement Associate

Future Standard

Michael Reese

Managing Director, Chief Operating Officer Distribution

GQG Partners

Joe Stewart

Senior Director, Distribution Enablement & Analytics

GW&K Investment Management

Virginia Carrigan

Principal, Senior Marketing Manager

Harbor Capital Advisors, Inc.

Glenn McBride

Chief Marketing Officer & Head of Distribution Operations

Hennessy Funds

Lauri Hammer

Senior Operations and Marketing Strategist

Janus Henderson Investors

Bryce Tocquingny

Executive Director, Strategy & Analytics

Lazard Asset Management

James McDonnell

Director, Head of Sales Enablement

Lazard Asset Management

Michelle Liller

Senior Vice President

Lincoln Financial Investments

Tricia Foulon

Vice President

Manulife John Hancock Investments

Hussein Al Ghoul

Head of Artificial Intelligence for Global Retail and Institutional

Matthews Asia

Helen Lee

Vice President, Global Marketing

MFS Investment Management

Jenine Garrelick

Senior Managing Director – Global Sales Enablement

Nationwide

Molly Paisie

Associate Vice President, Digital Product Management

Nomura Asset Management

Lindsey Bulger

Executive Director, Sales Enablement

Nuveen

Tara Giuliano

Chief Marketing Officer

Polen Capital

John Hammar

Head of Data and Applications

RBC Global Asset Management

Jessica Rausch

Managing Director, Global Sales & Service Enablement

RBC Global Asset Management

Theresa Alewine

Head, U.S. Business Management

Saturna Capital Corporation

Jane Carten

President

T. Rowe Price

Annie Brown

Co-Head of USI Wealth Management

Thornburg Investment Management

Gabe Parras

Director, Sales & Marketing Intelligence

Thrivent Mutual Funds

Biz Mills

Director, Investments Distribution Data & Technology

U.S. Global Investors

Holly Schoenfeldt

Director of Marketing

Wasatch Global Investors

Matson Lehtinen

Vice President, Marketing Communications

William Blair Funds

John Jackson

Senior Marketing Manager

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